Privacy Statement

Last updated on 31st March 2020

TaxShy processes personal data for a variety of purposes. We collect this personal data directly when you engage us for professional tax advice, for preparing your tax return, if you visit or if you submit your tax related queries via our website. This privacy notice is intended to cover all of the above-mentioned scenarios.

When you engage us to provide you with professional services, we collect and use personal data when we have a valid business reason to do so in connection with those services.

For the purposes of this privacy statement, ‘Personal Information’ is any data which relates to an individual who may be identified from that data, or from a combination of a set of data, and other information which is in possession of TaxShy.

In the context of providing professional services to clients, we also processes personal data of individuals who are not directly our clients (for example, employees or suppliers of our clients).

The majority of the personal data we collect and use to provide our services is supplied voluntarily by (or collected by us from third-party sources at the request of) our clients. Because of this, if you are a client of TaxShy, then it will generally be obvious to you what personal data we collect and use. Please see below (non-exhaustive) examples of personal data categories for processed by TaxShy for professional tax services:

  • Personal details for the individual client and their family members, including names, addresses and demographic, contact information, dates of birth, and tax identifiers, including social security numbers and email addresses
  • Personal details for the individual client’s delegates, including names, contact information and email addresses
  • Tax return files: liability, dates produced and sent, and comments on tax returns
  • Tax equalization data: liability, dates produced, settlement amounts and taxes paid
  • Organizers used for collecting the individual taxpayer’s (and if required, their family members’) country-specific personal income tax information, education, employment, medical, legal history and other data that is required in rendering services
  • Work papers used to edit client information received from organizers or other means; compensation data from employers; sourcing of income based on assignment and travel calendar data
  • Current, past or future travel information for the individual, including locations visited and workday activities that occurred in each location
  • Documents, such as tax returns, assignment letters, immigration documents, audit requests from taxing authorities, and official and personal documents (birth certificates, marriage licenses, education documentations and degrees, and passport copies)
  • Financial reporting oversight role questionnaires, indicating employment status, employer and job description
  • Company-specific information: corporate client personnel contacts and division names
  • Assignments data: details regarding current working and living arrangements, including country and city of assignment, employer division funding salary and assignment costs
  • Immigration data: work permit questionnaires, status of work permit, copy of application form, copy of work permit, copy of visa, copy of passport and other immigration documents

We use this information:

  • To provide services to you
  • To administer our relationship and maintain contractual relations
  • For accounting and tax purposes
  • For marketing and business development
  • To comply with our legal and regulatory obligations
  • To establish, exercise or defend legal rights
  • For historical and statistical purposes

We do not disclose information to anyone except as permitted by law.

We intend to protect your personal information and to maintain its accuracy. TaxShy implements reasonable physical, administrative and technical safeguards to help us protect your personal information from unauthorized access, use and disclosure. For example, we encrypt certain sensitive personal information such as credit card information when we transmit such information over the Internet. We also require that our suppliers protect such information from unauthorized access, use and disclosure.

Cookie related details are provided in the Cookie Policy

Our policy is to retain personal data only for as long as it is needed for the purposes for which it is processed. Note that retention periods vary in different jurisdictions and are set in accordance with local regulatory and professional retention requirements. In order to meet our professional and legal requirements, to establish, exercise or defend our legal rights, and for archiving and historical purposes we need to retain information for significant periods of time.

If you have a question related to this Privacy Statement, please contact us by using this form. Your message will be forwarded to TaxShy Data Protection Officer.

You can request to access, update, delete or correct your personal information by sending a request here. You may have additional rights pursuant to your local law applicable to the processing. For example, if the processing of your personal information is subject to the EU General Data Protection Regulation (“GDPR”), and your personal information is processed based on legitimate interests, you have the right to object to the processing on grounds relating to your specific situation. Under GDPR you may also have the right to request to have your personal information deleted or restricted and ask for portability of your personal information.

In the event you consider our processing of your personal information not to be compliant with the applicable data protection laws, you can lodge a complaint directly with TaxShy by using this form.

Changes to our Privacy Statements

We will update this Privacy Statement from time to time to reflect changes in our practices and services. The revised Privacy Statement will be posted here with an updated revision date. If we make any material changes in the way we collect, use, and share personal data, we will notify you by  posting notice of the changes on the website for 30 days. We recommend that you check this page from time to time to inform yourself of any changes in this privacy notice.

By continuing to use our websites after such revision takes effect we consider that you have read and understand the changes.

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